Kaylee J Isaacson
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesFeb 2025 to now
- Gordon Trombley Care TakerJan 2023 to May 2023
- R. Social On MainJan 2022 to Dec 2024
- Kind Hearted Cleaning LLCJun 2021 to Dec 2022
- Short Or TallMar 2021 to Dec 2022
- Edward JonesMar 2020 to Mar 2021
- UnemployedDec 2019 to Feb 2020
- Malones Bar and GrillSep 2019 to Nov 2019
- Bk TaphausApr 2018 to Nov 2019
- UnemploymentMar 2017 to Aug 2018
- UnemployedApr 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7237123
- Firm CRD
- 250